CPC
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CFC Planning Company’s Assurant AIZ Stock Holding History

CFC Planning Company’s Portfolio AIZ Stock Details AIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,023
Closed -$222K – 75
2025
Q3 		$222K Buy
+1,023
New +$208K 0.18% 74
2025
Q2 		– Sell
-1,053
Closed -$221K – 92
2025
Q1 		$221K Buy
+1,053
New +$220K 0.24% 69

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CFC Planning Company's AIZ Position: Q4 2025 in Review

CFC Planning Company sold out of Assurant (AIZ) in Q4 2025, closing a stake of 1,023 shares — an estimated $222K sold.

CFC Planning Company first reported a position in AIZ in Q1 2025 and held it in 2 quarters. The position peaked at $222K in Q3 2025. 564 funds tracked by Wall St. Rank hold AIZ as of Q4 2025.

  • CFC Planning Company reported no remaining Assurant position as of Q4 2025 after selling out during the quarter.
  • CFC Planning Company sold 1,023 Assurant shares in Q4 2025, an estimated $222K.
  • CFC Planning Company first reported a position in Assurant in Q1 2025 and held it in 2 quarters.
  • CFC Planning Company's Assurant position peaked at $222K in Q3 2025.
  • 564 funds tracked by Wall St. Rank held Assurant as of Q4 2025.

Based on CFC Planning Company's 13F filing for Q4 2025, filed 30 Jan 2026.